See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,083 | $115,770-80.9% | $101,248-78.2% | $158,922-86.1% |
| Participation rate | 44.4% | 79.4%-34.9pp | 75.8%-31.4pp | 82.0%-37.5pp |
| Annual return | 29.81% | 56.14%-26.3pp | 46.47%-16.7pp | 302.83%-273.0pp |
| Employer contribution / active EE | $929 | $4,175-77.7% | $3,660-74.6% | $4,761-80.5% |
| Participant deferral / active EE | $2,415 | $4,957-51.3% | $4,370-44.7% | $5,982-59.6% |
| Admin fee / account holder | $67 | $7,245-99.1% | $5,945-98.9% | $11,246-99.4% |